Swedish stock-picking boutique Origo Fonder is gaining fresh recognition following a strategic transformation, strong performance, and growing assets. The firm’s evolution into an “Origo...
By Christoph Junge: Over the course of my career working with strategic asset allocation and alternative investments, I’ve often found myself reflecting on a...
By Christian Munafo – Liberty Street Advisors: Many investors have legitimate concerns regarding potential impacts of both recent tariff announcements made by the US...
Infrastructure investment is often viewed as a public sector responsibility, heavily influenced by political priorities. However, the growing need for new infrastructure projects –...
Danish pension provider Velliv has recently overhauled its investment strategy, placing greater emphasis on low-cost, index-based strategies in response to shifting client preferences. In...
The Manager Selection team at SEB Asset Management published their annual Private Markets Report in early April, which explores the shifting momentum across private...
Infrastructure across many parts of the world is either decades old or, in some regions, barely existent. Against this backdrop, the need for infrastructure...
Private equity has matured into a mainstream – if not cornerstone – allocation for institutional investors. Following years of record fundraising and valuation expansion,...
Co-investing alongside private equity funds has become increasingly important for institutional investors seeking greater control, reduced fees, and selective deal exposure. Once reserved for...
When allocators and investors hear about annual returns of 20 or 30 percent, their first thought is typically of strong equity market performance. Few,...
The recent broad-based market sell-off following U.S. President Donald Trump’s “Liberation Day” has reverberated across asset classes, including U.S. and European high-yield markets, where...
Visio Allocator Fund, a multi-asset, multi-strategy fund based in Finland, recorded its weakest monthly return in its near 15-year history due to a combination...